Global Moderate Allocationor search across All Categories
Statistics as of Jun 06, 2025
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Found total of 109 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
| Name | Expense Ratio | TTM Yield | 3yr Sharpe | YTD Return ▲ | 3yr Return | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 1.65% | TTM Yield 1.8% | 3yr Sharpe - | YTD Return -2.6% | 3yr Return - | 1yr Return -1.2% | Total Assets $71M | 6M Money Flow $18M | |
Expense Ratio 2.05% | ||||||||
Expense Ratio 2.75% | TTM Yield 9.2% | 3yr Sharpe -0.19 | YTD Return 1.2% | 3yr Return 4.3% | 1yr Return 8.4% | Total Assets $178M | 6M Money Flow - | |
Expense Ratio 0.50% | TTM Yield 8.3% | 3yr Sharpe 0.08 | YTD Return 2.2% | 3yr Return 18.6% | 1yr Return 9.5% | Total Assets $34M | 6M Money Flow -$331K | |
Expense Ratio 0.65% | TTM Yield 1.6% | 3yr Sharpe 0.12 | YTD Return 2.6% | 3yr Return 20.6% | 1yr Return 6.5% | Total Assets $443M | 6M Money Flow -$65M | |
Expense Ratio 0.86% | TTM Yield 3.5% | 3yr Sharpe 0.15 | YTD Return 2.7% | 3yr Return 20.9% | 1yr Return 6.7% | Total Assets $769M | 6M Money Flow -$48M | |
Expense Ratio 1.06% Expense Ratio 1.12% Expense Ratio 1.81% Expense Ratio 0.61% | ||||||||
Expense Ratio 0.47% | TTM Yield 3.7% | 3yr Sharpe 0.21 | YTD Return 3.0% | 3yr Return 23.4% | 1yr Return 6.9% | Total Assets $73M | 6M Money Flow -$6M | |
Expense Ratio 0.72% Expense Ratio 0.72% Expense Ratio 1.47% | ||||||||
Expense Ratio 4.33% | TTM Yield 4.9% | 3yr Sharpe 0.09 | YTD Return 3.2% | 3yr Return 23.7% | 1yr Return 16.1% | Total Assets $116M | 6M Money Flow -$2M | |
Expense Ratio 1.71% | TTM Yield 2.8% | 3yr Sharpe -0.17 | YTD Return 3.2% | 3yr Return 12.1% | 1yr Return 5.4% | Total Assets $2B | 6M Money Flow -$65M | |
Expense Ratio 0.91% | TTM Yield 1.4% | 3yr Sharpe 0.38 | YTD Return 3.4% | 3yr Return 34.4% | 1yr Return 8.0% | Total Assets $3B | 6M Money Flow -$241M | |
Expense Ratio 1.16% Expense Ratio 0.82% Expense Ratio 1.91% | ||||||||
Expense Ratio 0.81% | TTM Yield 2.2% | 3yr Sharpe 0.29 | YTD Return 3.4% | 3yr Return 26.5% | 1yr Return 8.3% | Total Assets $167M | 6M Money Flow $7M | |
Expense Ratio 1.12% Expense Ratio 1.16% Expense Ratio 1.62% Expense Ratio 0.56% | ||||||||
Expense Ratio 0.50% | TTM Yield 3.4% | 3yr Sharpe 0.27 | YTD Return 3.5% | 3yr Return 25.2% | 1yr Return 8.0% | Total Assets $642M | 6M Money Flow -$52M | |
Expense Ratio 0.90% Expense Ratio 0.83% Expense Ratio 1.15% Expense Ratio 0.59% | ||||||||
Expense Ratio 1.03% | TTM Yield 3.0% | 3yr Sharpe 0.15 | YTD Return 3.5% | 3yr Return 21.0% | 1yr Return 6.5% | Total Assets $21M | 6M Money Flow -$378K | |
Expense Ratio 0.78% Expense Ratio 1.78% | ||||||||
Expense Ratio 0.91% | TTM Yield 2.0% | 3yr Sharpe 0.11 | YTD Return 3.6% | 3yr Return 19.6% | 1yr Return 5.5% | Total Assets $97M | 6M Money Flow $944K | |
Expense Ratio 0.97% | TTM Yield 2.3% | 3yr Sharpe 0.20 | YTD Return 3.7% | 3yr Return 23.3% | 1yr Return 8.5% | Total Assets $377M | 6M Money Flow -$23M | |
Expense Ratio 0.72% Expense Ratio 1.72% Expense Ratio 0.67% | ||||||||
Expense Ratio 1.42% | TTM Yield 1.8% | 3yr Sharpe -0.04 | YTD Return 3.7% | 3yr Return 14.3% | 1yr Return 6.8% | Total Assets $143M | 6M Money Flow -$11M | |
Expense Ratio 1.17% | ||||||||
Expense Ratio 3.07% | TTM Yield 8.5% | 3yr Sharpe 0.19 | YTD Return 3.9% | 3yr Return 24.2% | 1yr Return 12.1% | Total Assets $798M | 6M Money Flow -$35M | |
Expense Ratio 0.96% | TTM Yield 2.9% | 3yr Sharpe 0.20 | YTD Return 4.1% | 3yr Return 22.9% | 1yr Return 8.0% | Total Assets $7B | 6M Money Flow -$556M | |
Expense Ratio 1.32% Expense Ratio 0.91% Expense Ratio 0.91% Expense Ratio 2.02% Expense Ratio 1.02% Expense Ratio 1.41% Expense Ratio 0.96% Expense Ratio 1.16% | ||||||||
Expense Ratio 0.68% | TTM Yield 7.4% | 3yr Sharpe 0.25 | YTD Return 4.1% | 3yr Return 24.1% | 1yr Return 9.8% | Total Assets $1B | 6M Money Flow $45M | |
Expense Ratio 0.63% Expense Ratio 0.93% Expense Ratio 1.68% | ||||||||
Expense Ratio 1.04% | TTM Yield 3.3% | 3yr Sharpe 0.20 | YTD Return 4.1% | 3yr Return 21.5% | 1yr Return 8.6% | Total Assets $418M | 6M Money Flow -$35M | |
Expense Ratio 0.72% Expense Ratio 1.79% | ||||||||
Expense Ratio 0.25% | TTM Yield 2.7% | 3yr Sharpe 0.36 | YTD Return 4.2% | 3yr Return 27.8% | 1yr Return 9.1% | Total Assets $4B | 6M Money Flow -$291M | |
Expense Ratio 0.81% | TTM Yield 2.4% | 3yr Sharpe 0.29 | YTD Return 4.2% | 3yr Return 26.4% | 1yr Return 7.6% | Total Assets $561M | 6M Money Flow -$32M | |
Expense Ratio 0.79% Expense Ratio 0.54% Expense Ratio 0.63% Expense Ratio 0.69% | ||||||||
Expense Ratio 0.87% | TTM Yield 2.4% | 3yr Sharpe 0.21 | YTD Return 4.2% | 3yr Return 23.3% | 1yr Return 8.6% | Total Assets $2B | 6M Money Flow -$99M | |
Expense Ratio 1.37% | ||||||||
Expense Ratio 0.44% | TTM Yield 2.8% | 3yr Sharpe - | YTD Return 4.3% | 3yr Return - | 1yr Return 7.7% | Total Assets $195K | 6M Money Flow $15K | |
Expense Ratio 0.70% | TTM Yield 2.6% | 3yr Sharpe 0.30 | YTD Return 4.3% | 3yr Return 26.8% | 1yr Return 7.7% | Total Assets $882M | 6M Money Flow -$38M | |
Expense Ratio 0.70% Expense Ratio 0.45% | ||||||||
Expense Ratio 0.39% | TTM Yield 3.1% | 3yr Sharpe 0.17 | YTD Return 4.3% | 3yr Return 21.3% | 1yr Return 7.3% | Total Assets $2B | 6M Money Flow $172M | |
Expense Ratio 0.04% Expense Ratio 0.64% | ||||||||
Expense Ratio 0.86% | TTM Yield 3.4% | 3yr Sharpe 0.13 | YTD Return 4.3% | 3yr Return 20.5% | 1yr Return 8.2% | Total Assets $2B | 6M Money Flow -$83M | |
Expense Ratio 1.12% Expense Ratio 1.62% Expense Ratio 0.62% Expense Ratio 0.77% Expense Ratio 0.55% | ||||||||
Expense Ratio 0.56% | TTM Yield 4.1% | 3yr Sharpe 0.31 | YTD Return 4.4% | 3yr Return 26.6% | 1yr Return 9.0% | Total Assets $957M | 6M Money Flow $13M | |
Expense Ratio 0.55% Expense Ratio 0.92% Expense Ratio 0.67% Expense Ratio 1.67% Expense Ratio 1.17% Expense Ratio 0.55% Expense Ratio 1.06% | ||||||||
Expense Ratio 0.70% | TTM Yield 2.5% | 3yr Sharpe 0.20 | YTD Return 4.4% | 3yr Return 23.1% | 1yr Return 9.1% | Total Assets $1B | 6M Money Flow -$45M | |
Expense Ratio 1.07% Expense Ratio 0.66% | ||||||||
Expense Ratio 1.20% | TTM Yield 4.5% | 3yr Sharpe 0.24 | YTD Return 4.4% | 3yr Return 23.9% | 1yr Return 11.3% | Total Assets $42M | 6M Money Flow -$194M | |
Expense Ratio 0.95% | ||||||||
Expense Ratio 1.22% | TTM Yield 0.4% | 3yr Sharpe -0.02 | YTD Return 4.4% | 3yr Return 15.3% | 1yr Return 6.8% | Total Assets $308M | 6M Money Flow -$24M | |
Expense Ratio 0.97% | ||||||||
Expense Ratio 0.19% | TTM Yield 2.4% | 3yr Sharpe 0.28 | YTD Return 4.5% | 3yr Return 26.2% | 1yr Return 9.3% | Total Assets $22M | 6M Money Flow $468K | |
Expense Ratio 1.14% | TTM Yield 2.2% | 3yr Sharpe 0.21 | YTD Return 4.5% | 3yr Return 23.8% | 1yr Return 8.6% | Total Assets $605M | 6M Money Flow -$57M | |
Expense Ratio 1.89% Expense Ratio 0.99% Expense Ratio 1.43% Expense Ratio 0.93% | ||||||||
Expense Ratio 0.55% | TTM Yield 2.3% | 3yr Sharpe 0.21 | YTD Return 4.5% | 3yr Return 22.6% | 1yr Return 8.0% | Total Assets $9B | 6M Money Flow -$375M | |
Expense Ratio 0.47% Expense Ratio 0.83% Expense Ratio 0.58% Expense Ratio 1.08% Expense Ratio 1.58% | ||||||||
Expense Ratio 1.12% | TTM Yield 4.2% | 3yr Sharpe 0.04 | YTD Return 4.5% | 3yr Return 17.1% | 1yr Return 8.9% | Total Assets $105M | 6M Money Flow -$3M | |
Expense Ratio 0.55% | TTM Yield 3.0% | 3yr Sharpe 0.10 | YTD Return 4.6% | 3yr Return 19.2% | 1yr Return 8.8% | Total Assets $79M | 6M Money Flow -$5M | |
Expense Ratio 1.04% | TTM Yield 2.3% | 3yr Sharpe 0.28 | YTD Return 4.6% | 3yr Return 25.2% | 1yr Return 9.5% | Total Assets $312M | 6M Money Flow -$20M | |
Expense Ratio 1.36% Expense Ratio 0.77% Expense Ratio 0.76% Expense Ratio 1.87% Expense Ratio 1.07% Expense Ratio 0.67% | ||||||||
Expense Ratio 1.09% | TTM Yield 1.9% | 3yr Sharpe 0.24 | YTD Return 4.7% | 3yr Return 24.0% | 1yr Return 9.7% | Total Assets $738M | 6M Money Flow -$43M | |
Expense Ratio 0.84% Expense Ratio 0.49% Expense Ratio 0.64% Expense Ratio 1.34% Expense Ratio 1.84% Expense Ratio 0.64% | ||||||||
Expense Ratio 0.62% | TTM Yield 2.6% | 3yr Sharpe 0.32 | YTD Return 4.8% | 3yr Return 26.3% | 1yr Return 8.3% | Total Assets $2B | 6M Money Flow -$132M | |
Expense Ratio 0.75% | ||||||||
Expense Ratio 0.83% | TTM Yield 2.1% | 3yr Sharpe 0.10 | YTD Return 4.8% | 3yr Return 18.7% | 1yr Return 6.6% | Total Assets $1B | 6M Money Flow -$40M | |
Expense Ratio 0.30% | TTM Yield 2.3% | 3yr Sharpe 0.27 | YTD Return 4.8% | 3yr Return 27.0% | 1yr Return 8.0% | Total Assets $22B | 6M Money Flow -$1B | |
Expense Ratio 1.04% | TTM Yield 3.0% | 3yr Sharpe 0.28 | YTD Return 4.9% | 3yr Return 25.5% | 1yr Return 9.7% | Total Assets $193M | 6M Money Flow -$22M | |
Expense Ratio 1.79% Expense Ratio 0.72% | ||||||||
Expense Ratio 0.64% | TTM Yield 2.0% | 3yr Sharpe 0.26 | YTD Return 5.0% | 3yr Return 25.4% | 1yr Return 8.8% | Total Assets $4B | 6M Money Flow -$106M | |
Expense Ratio 0.57% Expense Ratio 0.94% Expense Ratio 0.69% Expense Ratio 1.19% Expense Ratio 1.69% | ||||||||